Principal Personal Tax Saver Fund+0.65%

2Groww
-14.91%
1 Year Return
Equity
ELSS
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Principal Personal Tax Saver Fund

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.53%
NAV174.7 (23 Aug 2019)
Fund Started31 Mar 1996
Fund Size248 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Personal Tax Saver Fund
-14.9%
1.7%
4.6%
18.4%
Category Average
-12.5%
6.8%
11.9%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -14.9% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

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    Kotak Mahindra Bank Ltd.FinancialEquity3.5%
    ITC Ltd.FMCGEquity3.5%
    Infosys Ltd.TechnologyEquity3.0%
    Larsen & Toubro Ltd.ConstructionEquity3.0%
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    See All

    Fund Managers

    addP V K Mohan
    Education
    Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.
    Experience
    Prior to joining Principal AMC he has worked with UTI AMC.
    Funds Managed

    Other Details

    Principal Personal Tax Saver Fund is a Equity Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 31 Mar 1996. P V K Mohan is the Current Fund Manager of Principal Personal Tax Saver Fund.The fund currently has an Asset Under Management(AUM) of ₹248 Cr and the Latest NAV as of 23 Aug 2019 is ₹174.7.

    The Principal Personal Tax Saver Fund is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    Aims at providing tax benefits along with capital appreciation.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About PRINCIPAL Mutual Fund

    Address
    Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
    Phone
    022-67720555
    Launch Date
    24 Nov 1994
    PRINCIPAL Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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